Download STARrides User Manual

STARrides User Manual
URL: www.starrides.ca
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Table of Contents
STARrides User Manual .........................................................................................................................................1
Chapter 1: Getting Started, Logging on, Change/Lost Password ..........................................................5
1.1 Getting Started: ..........................................................................................................................................5
Enter User ID and Password and click “Login” .......................................................................................5
1.1.1 To Change a Password:..................................................................................................................5
1.1.2 To Reset a user password (Managers Only): ........................................................................5
1.1.3 “Remember Me” Option: ...............................................................................................................6
Only use if you are on a private, single-use computer. ...................................................................6
Keeps user logged in until the logoff button is clicked.. .................................................................6
1.2 The Welcome Screen ...............................................................................................................................6
Keep in Mind: ........................................................................................................................................................6
1.2.1 Search Button: ...................................................................................................................................8
1.2.2 The Member Listing Button: .......................................................................................................8
1.2.3 The Email Button: ............................................................................................................................8
1.2.4 The “Finger” Button: .......................................................................................................................8
1.2.5 The Note Pad Button: .....................................................................................................................8
1.2.6 The Calendar:.....................................................................................................................................8
1.2.7 The Reports Button:........................................................................................................................8
1.2.8 The Note Button: ..............................................................................................................................8
Chapter 2: Ride Types, Clients, Volunteers & Destinations: ...................................................................8
2.1 01 Add/Edit Ride Types ............................................................................................................................8
2.1.1 To Add a Ride Type: ........................................................................................................................9
2.2 02 Adding/Edit Clients/Volunteers ..................................................................................................9
2.2.1 Adding a Member: ........................................................................................................................ 10
2.2.2 Entering Client Data: ................................................................................................................... 10
2.2.3 Groups: .............................................................................................................................................. 11
2.2.4 Vehicle Type .................................................................................................................................... 11
2.2.5 Client Contact Information........................................................................................................ 11
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2.2.6 Notes .................................................................................................................................................. 11
2.2.7 Click Submit to finalize client data entry. ........................................................................... 12
2.2.8 Useful Buttons on the Membership Information page: ................................................. 12
2.2.9 Add Volunteers: ............................................................................................................................. 13
2.3 03 Volunteer Coverage Report ......................................................................................................... 13
2.4 04 Clients Favourite Driver Report ................................................................................................ 13
2.5 05 Destinations Report........................................................................................................................ 13
2.5.1 Adding destinations: .................................................................................................................... 14
2.6 05D Destination Detail Report ......................................................................................................... 14
2.7 013 Add/Edit Groups ........................................................................................................................... 14
2.7.1
Other Services Groups ............................................................................................................... 15
2.8 070 Update Agency Information ..................................................................................................... 15
Chapter 3: Using the Software – Booking Rides and Other Services:............................................... 15
3.1 06 Rides Status Report ........................................................................................................................ 15
3.2 06W – 06M Ride Status Report Week/Month View ................................................................ 15
3.3 09 Pending Rides Report .................................................................................................................... 15
3.4 Booking a Ride or Other Service ...................................................................................................... 16
Chapter 4: Reports ................................................................................................................................................ 16
4.1 14 Client/Drivers by Group Report................................................................................................ 17
4.2 20 Summary Rides by Month Report ............................................................................................ 17
4.3 21 Client/Driver Summary Report ................................................................................................. 17
4.4 22 Congregation Report/23 Congregation Detail Report ..................................................... 17
4.5 25 Agency Summary Report.............................................................................................................. 17
4.6 28 Client Account Report.................................................................................................................... 17
4.6.1 To add a client’s beginning balance: ........................................................................................ 17
4.6.2 Manage Agency Accounts ............................................................................................................. 18
4.7
29 Donor Account Reports .............................................................................................................. 18
4.8
30 Member Detail Report ................................................................................................................ 18
4.9
32 Trip Detail Report ......................................................................................................................... 18
4.10 33 Trip Cost Detail Report............................................................................................................... 19
4.11 34 Trip Cost by Client Report ......................................................................................................... 19
4.12 38 Other Services by Volunteer Report ..................................................................................... 19
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4.13 39 Client Inactivity Report .............................................................................................................. 19
4.14 43 Agency Summary Report by Month ...................................................................................... 19
Appendix ................................................................................................................................................................... 19
List of Positions and their Permissible Actions with STARrides Software............................... 19
Volunteer ........................................................................................................................................................ 19
Staff or Volunteer flagged as “Office Help” ....................................................................................... 19
Supervisor ...................................................................................................................................................... 20
Manager .......................................................................................................................................................... 21
For the Report Platform: .......................................................................................................................... 21
From the main screen, click on button “Launch Star Platform” which will open a new window
with Log in capability.
Chapter 1: Getting Started, Logging on, Change/Lost Password
1.1 Getting Started:
Enter User ID and Password and click “Login”
1.1.1 To Change a Password:
Click on “Change Password” icon on the top right of the login screen
A new screen will open
Enter User ID
Enter Current Password
Enter New Password
Verify New Password
Click Submit and your password should be changed
1.1.2 To Reset a user password (Managers Only):
Select “Reset Password” from the main Dropdown Menu
Select the Member Type from the Dropdown Menu at the left of the page (client, volunteer,
staff etc.)
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Click Submit
Now Select Member from the Dropdown Menu
Click Submit
Tick the Reset Password box to confirm you want to reset the user’s password, then enter
YOUR own password in the password box.
Click Submit
The user password will now be reset to the default, which is the same as the username.
1.1.3 “Remember Me” Option:
Only use if you are on a private, single-use computer.
Keep in Mind:
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While using the STARrides platform please ensure that after
every change made to a page click “Submit” or “Update” before
leaving the page rather than just exiting or clicking “Close.” This
will ensure that the information is properly updated and saved as
you change it.
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The STARrides software will open a new window any time you are
updating information, be it Membership Information, Ride Type
etc. If you ever think you may have lost one of these windows,
chances are it is just hiding underneath other open windows.
Don’t panic! The simplest way to get back to the previous window
is to press Alt-Tab (on a PC)
Keeps user logged in until the logoff button is clicked..
1.2 The Welcome Screen
The Welcome Screen contains several useful tools to make using the STARrides software easier.
Beginning on the left you will see the STAR Logo and your agency’s Logo, both with links back to
their respective websites.
At the top of the screen is a personalized welcome message and a Dropdown menu which
allows you to access various functions of the program.
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The number of items you will see in the Dropdown menu will depend on your position at the
agency, be it Volunteer, Staff, Supervisor, Manager etc., as there is a hierarchy of permissible
actions depending on your status. See the Appendix for a full list of positions and their
permissible actions with the STARrides software.
To the right of the centre Dropdown menu are a number of buttons that act as shortcuts, or
links, to several helpful and common functions. Hovering over the button will reveal its name:
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1.2.1 Search Button:
Used for member lookups. This shortcut allows you to look up a member quickly by name and
see their membership data. Here you can also record incoming and outgoing calls, create a trip
or other assistance requests, create notes and see which groups the client belongs to.
1.2.2 The Member Listing Button:
This gives you quick access to membership and volunteer listings and can be used to record
contacts or quickly access membership information. To log a Volunteer contact, use the “Log”
button at the right of the screen. To log a Member Contact, it is better to use the Member
Lookup or Search button function rather than the Member Listing Button.
1.2.3 The Email Button:
This lets you send a bulk email to selected groups. Be sure to have included your client or
volunteer’s email addresses in their information for this function to work.
1.2.4 The “Finger” Button:
This allows you to create alerts and reminders, log contacts etc.
1.2.5 The Note Pad Button:
This function allows you to log Volunteer hours and miles for various other activities. Be aware
that Volunteers may only log their own “Other Services” hours, while Staff, Supervisors and
Managers may log hours for others.
1.2.6 The Calendar:
This button allows you to schedule volunteer and staff availability, indicate staff vacation times
etc. Please Note: Volunteers may only update their own calendar, while Staff, Supervisors and
Managers may update any members’ calendar.
1.2.7 The Reports Button:
This opens a new window with access to a number of useful and important reports.
1.2.8 The Note Button:
This lets you view all of your own alerts.
Chapter 2: Ride Types, Clients, Volunteers & Destinations:
2.1 01 Add/Edit Ride Types
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In some cases, this may be a shared data field, meaning other agencies in your
region may be able to access and view the same ride types as you, e.g. Medical,
Shopping, Socializing. Because of this if you change the name of an already existing
ride type e.g. from “Shopping” to “Shopping at Park Royal,” the ride type changes for
everyone, not just you.
Check with your STARrides supervisor to see if this is the case for your agency.
Starting at the Dropdown menu, select option “01 Add/Edit Ride Types.” This screen lets you
organize and report on different ride types being used. Add ride types first before entering
destinations as they will later be linked, saving you time. For example, trips to a medical centre
(destination) will likely be medical appointments (type.)
2.1.1 To Add a Ride Type:
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Click on Dropdown Menu and select “Add/Edit Ride Types”
Click Go
Click On “Add New Ride Type” button at top left of the screen
Enter short description of Ride Type in “Short Desc” box
The “Description” information box can be the same as the short description if
appropriate
Add additional notes, if needed, in “Additional Information Writeup” box
Once all Ride Type information is entered click on the Status box to indicate whether the
ride is Active, Inactive or Deleted.
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Do not use Delete unless you know for certain the Ride Type is for your
organization’s use only. Otherwise you’ll delete the option for everyone.
Click “Update.” It will then tell you that the record has successfully updated and you can
then close the Message Type Box.
New Ride Type will now appear on the list.
You usually only need to add Ride Types at the beginning of the setup but you may want
to add more later.
You can edit Ride Types once they’ve been entered by clicking on the type, but beware
the caveats about it being a shared table.
2.2 02 Adding/Edit Clients/Volunteers
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Part A – Duplicate Check, Member Data, and Login ID
2.2.1 Adding a Member:
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Click on Dropdown Menu and select “Add/Edit Clients/Volunteers”
On the far left select “Member Type” from the list of options
Choose “City/Town” if appropriate
Click “Submit” to filter the current list of members
Click “Add a New Member” button on the far right hand side of the page
Optional steps for Duplicate Checking; skip if you know it’s a new client
o Enter Date of Birth (mm/dd/yyyy)
o Enter Postal Code
o Enter Phone Number Prefix (first three digits after the area code)
o Click “Check” – this prompts the system to check for duplicates so that the same
member isn’t entered twice
Enter Member Type (in this case “Client”)
Enter Member First Name
Enter Member Last Name
Login ID is not needed in the most CASES and can be left blank. It will be automatically
generated by the system.
Volunteers and Staff may need to have assigned User ID’s and Passwords
Default User ID is: [Last Name][First Name Initial]
Default Password is: The User ID
Click Submit to Add Member
2.2.2 Entering Client Data:
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The TAB key helps you to move easily between fields in this menu.
Enter Client Type
Enter Status – Only staff members with Manager status or higher can approve the
pending default status
Client Number is optional and assigned by the agency if it wants it for cross-referencing
purposes
Date of Birth should transfer over to client data if the duplicate check was done
properly. If not, enter as mm/dd/yyyy
Enter Address – For example, enter address as: 175 E. Broadway and then #209 as the
Begin with the street address and then include the suite or apartment unit
number otherwise the address will not map. You may also use the “2nd”
address field for the the apartment or unit number.
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suite so that it will map properly.
Enter Municipalities consistently with the full name – i.e. "North Vancouver" should not
be entered a second time as "North Van"
Province will default to British Columbia
Postal Code should be entered using the proper capitals and spacing; it does not
automatically format
Neighbourhood is a category that can be entered if it is useful for agencies to know
what part of town is being referenced, e.g. Kerrisdale, Mount Pleasant.
Enter Marital Status
Enter how long the client has been a member – Enter date as mm/dd/yyyy
Low Income is a category that may or may not be appropriate
Enter client’s Gender
Type – this refers to a selection of categories that are helpful for tracking. For STARrides
clients most of these will refer to the client’s age.
Donor – If the client is also a donor, tick this box
Enter client’s Email
2.2.3 Groups:
At this point you may assign the Client to different Group memberships if you so desire. Groups
are addressed more thoroughly in the section Add/Edit Groups.
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Click on Groups button and a new window will open with a list of available groups.
Select those that pertain to the Client.
If you are charging for rides or services, everyone should be a member of the “Individual
Trip Account” Group.
Click Update and then Close.
2.2.4 Vehicle Type
Client may require a vehicle that is specific to their needs, such as low to the curb, wheelchair
accessible etc. Indicate the vehicle type in this section.
2.2.5 Client Contact Information
Up to four contacts may be entered in this section.
2.2.6 Notes
Both public notes, viewable by drivers, and private notes, for office use only, may be entered in
these sections.
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2.2.7 Click Submit to finalize client data entry.
You must submit the Client data before the software will prompt you to map a location.
2.2.8 Useful Buttons on the Membership Information page:
Mapping Client Data and Others:
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Once client data is saved click “Map Member”
Check to see if the client’s location is correct
Click “Mark Location” if the information on the map is correct
Select Close and it will take you back to the Member Information window.
Links to Other Members:
You can link members together using this function in different ways: drivers, escorts and family
members
Link Drivers:
Click on Link Drivers to add favourite drivers and block unwanted drivers
This section should be used if a client has specified one or more favourite drivers.
From here you may select the favourite driver from a list and click “Submit.”
The favourite driver will now appear on the client’s information profile.
Link Escorts:
Some agencies provide escorts in addition to drivers to assist members on a trip
Follow the same procedure for linking escorts as is stated above for drivers
Link Family Members:
Follow the same procedure for linking family members as is stated above for drivers and escorts
Notify Method:
Use this section to indicate how the client would like to be notified, for example many seniors
like to be telephoned rather than e-mailed.
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Select the “Notify Method” button at the bottom right of the client’s information
profile.
A new window will open, select the type of method that should be used to contact the
client (Email. Phone Call, None)
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Click “Submit”
2.2.9 Add Volunteers:
Under the Member Type Dropdown Menu, select “Volunteer.” Click the “Add New Member”
button on the right hand side of the page. This section follows the same procedure as adding
clients.
Volunteer Type
Select the appropriate volunteer type from the dropdown menu.
More Volunteer Info:
This is where you must enter driver and insurance information, vehicle information, volunteer
availability etc. You can list up to two vehicles in this section. Be sure to click the "More
Volunteer Info" button when you have entered the basic information.
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Tick the reimbursed box if the driver is going to be compensated.
There is a Dropdown Menu for entering Volunteer Availability, this is not crucial
information, but if entered consistently, then it will assist you in assigning volunteer
drivers regularly.
Click Submit and either return to Member Info or Close
2.3 03 Volunteer Coverage Report
By selecting this option from the main Dropdown Menu a screen will appear with an at-a-glance
summary of all volunteer’s availability and characteristics.
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Hovering over the Type button will allow you to view what type of Volunteer position is
being held.
Clicking on the Type button will allow you to add or change Volunteer Types.
2.4 04 Clients Favourite Driver Report
Selecting this option from the main Dropdown menu will list all clients’ favourite driver
information. Click here to view the section on how to enter a favourite driver.
2.5 05 Destinations Report
Selecting this option from the main Dropdown menu will show you a list of all of the clients’
destinations that have been entered in the system, their types and status.
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Keep in mind that this may be is a shared table. If it is, Destinations used by all agencies using
the software will show up in this report.
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To view a report on a selection of ride destinations tick the “Report Rides” box option at
the top right of the screen.
Then enter the dates in the boxes “Begin” and “End” that you would like the report to
encompass.
This will list a report of the number of rides, trips taken, kilometers driven, amount of
time taken, etc. within that time frame.
Report will list all destinations but you may select a specific destination by clicking on its
title and view all rides to that destination.
You can hide the names of clients’ destinations in the destination report if you would
like to protect the privacy of the client.
2.5.1 Adding destinations:
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Click “Add a New Destination” button at top right of the screen
A new window will open to conduct a duplication check
Enter destination address and postal code and click “Check” to ensure it is a new
destination.
Be sure to give your destination a name under the “Destination Field”
Be aware though that multiple organizations may share the same destination table.
If no duplicates found, continue adding Destination, Address, City, Postal Code etc.
Click “Add New Destination”
This prompts a “Map Destination” screen to open
Click “Mark Destination” if mapping is correct
Note that many individuals may be added to the same location, for example multiple
doctors may be added under the same medical institution.
To enter individuals at a destination click the “Add Individuals” box.
A new screen will open, you may from here search for individuals that are currently
listed under destinations, or add a new entry.
2.6 05D Destination Detail Report
Under the main Dropdown Menu, this selection shows a report of destination details, showing
how many trips have been taken to each destination etc.
2.7 013 Add/Edit Groups
Selecting this from the main Dropdown Menu will allow you to view a list of various groups
based on clients’ needs, (e.g. Medical Conditions, Funding, Preferred Language, Member Type
etc.) This listing of groups can be very useful for tracking different classifications of clients’
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needs. Groups also have types which can be viewed by choosing a selection from the “Select
Group Type” dropdown menu at the top left of the screen. Conditions Groups is a place to
record various medical or other conditions that your client may have, e.g. diabetic, uses a walker
etc.
The conditions entered will show up as a list in the Member Information panel.
You may create as many groups as are useful to you and report on them. These will be classed
as “Member Groups.” Funding groups are used to track funds and all clients will be members of
the individual trip account group where there is a fee for rides.
2.7.1
Other Services Groups
If your organization provides other services such as Housekeeping, Light Maintenance etc., you
may select the “Other Services” option from the “Select Group Type” Dropdown Menu and
enter those groups here. This group option will only be available to agencies that have selected
to include “Other Services” while inputting their Agency Information.
2.8 070 Update Agency Information
Select this option from the main dropdown menu to update various information about your
agency, e.g. Address, Phone Number, agency’s preference for drivers/volunteers to Self-Assign
Rides etc. This is also where you would indicate if your agency provides “Other
Services/Assistance.” Do so here by ticking the “Other Assistance Requests” box under the
“Options” heading.
Chapter 3: Using the Software – Booking Rides and Other Services:
3.1 06 Rides Status Report
Under the main Dropdown Menu, this selection shows the rides booked for the current week
and their status. From here you may also view rides booked in previous weeks by changing the
date in the “List Thru” box. You may also change the report selection by changing the “Ride
Status” Dropdown Menu (to outstanding rides, completed, cancelled etc.) This report is useful
because it is colour coded and allows you to view at-a-glance the status of the ride, who the
client is and the trip’s cost. Rides are sorted by the time and date the ride is booked for.
3.2 06W – 06M Ride Status Report Week/Month View
These selections from the Dropdown Menu show the pending rides for the current week and
month respectively.
3.3 09 Pending Rides Report
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Selecting this report from the main Dropdown Menu allows you to view pending rides that have
not yet been assigned a driver. You can use this report to email volunteer drivers to ask if they
are available to provide service for any of these rides. This report should typically be sent out
once a day towards the end of the workday so that drivers will receive the report showing which
rides are still pending. Drivers who are eligible to self-assign or volunteer for later confirmation
can sign in to select the rides they want, this function is only for agencies who have selected this
option.
3.4 Booking a Ride or Other Service
From any page, click the magnifying glass in the header, then select the client. Their info will
appear. Click “New Trip Request” or “Other Assistance”
From one of the 06 reports, click “New Trip Request” or “Other Assistance”
A new window opens.
Select the client if needed (client appears automatically if you went through the client contact
form).
Click “add Destination”. A new window opens. The most common destinations of the client
appear in the top of the window and can be selected from there. Otherwise, select from the list
or add a new destination. When the destination is selected, you are taken back to the ride
booking window.
Click “Driver” and a list of drivers appears. Drivers can be sorted by language group and/or area.
The list of available drivers appears in reverse order of when that driver last drove. This allows
you to not overburden all the drivers whose names start with A, B, or C as can happen if the list
is alphabetical. It also helps balance the load if drivers are restricted in the number of trips per
month they can take.
Chapter 4: Reports
Select this section by clicking the RED Report button on the top right hand side of the page from
the list of icons. This will open a new window where you can view and print a number of
extremely useful reports. Keep in mind that at the top of many of the Report pages there will be
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a Legend. These will include abbreviations of important keywords pertaining to the specific
Report.
4.1 14 Client/Drivers by Group Report
This selection from the main Dropdown Menu on the Reports page will allow you to select any
Group you have created and report on its Members, the Number of Rides Taken, etc. by that
group.
4.2 20 Summary Rides by Month Report
Selecting this option from the main Dropdown Menu on the Reports page allows you to view
Client Types and their activities by month. This report can be copied and exported to an excel
spreadsheet for your convenience.
4.3 21 Client/Driver Summary Report
Selecting this report from the main Dropdown Menu will show you a list of all Clients who have
taken rides within the specified time frame. Clicking on a client’s name will bring up a list of that
client’s rides, the driver, their destination etc.
4.4 22 Congregation Report/23 Congregation Detail Report
Selecting these reports from the main Dropdown Menu is generally unnecessary and will only be
useful if you use these Groups.
4.5 25 Agency Summary Report
Selecting this report from the main Dropdown Menu will demonstrate stats for Agency Clients
within a selected time period. This includes interesting data about gender and age of the clients
and volunteers.
4.6 28 Client Account Report
Selecting this report from the main Dropdown Menu will demonstrate a list of Client Accounts
and their activity during a specified time period. It shows you client’s beginning balance, credits,
debits and ending balances.
4.6.1 To add a client’s beginning balance:
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In the Client Account Report, select a client by name.
In new window click add transaction
Enter transaction date to coincide with the membership date.
Enter dollar amount in the “Amount” section. If no starting amount just enter “0.”
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Then click Submit and Close.
Upon refreshing, the amount will appear in the Client Account Report.
This also allows you to view a list of trips taken by the Client and, the amount spent on
each trip, and the remainder of the Client’s balance.
4.6.2 Manage Agency Accounts
Use this option to set up a donor account. Do this if, for example, you have an available pool
of donor funds to offset ride costs for a specific pool of clients. You will also need to set up a
Funding Group with the name of the account and add appropriate clients to the group.
4.6.2.1 To add funds to an agency account
To add funds to an agency account, first create a client who will be the Donor, e.g. AAAAA
Foundation.
Follow the steps in 4.6.1 To add to a client’s beginning balance. This will put the amount of the
donation into the agency account.
The Funding Account will now show up as an option for payment when a ride or service is
booked for that client.
At this point, you may change the Member Type to Donor in the Member Information module.
4.7
29 Donor Account Reports
Select this option from the main Dropdown Menu if you track donations through the STAR
software. You can report on each donation here.
4.8
30 Member Detail Report
Select this option from the main Dropdown Menu to see all information about Clients,
Volunteers etc. Print this report every so often to back up Client Data and pending Ride Reports,
Ride Status Reports etc. You can print this report to a memory stick, file etc. You can also use
this report to reconstruct all the data in your database. It is a useful tool to be used for
emergency back-up in case of file loss, data crashes etc.
You can select Clients by the month they were born if you want to send out birthday cards or
greetings etc. This gesture may be small but could be appreciated by Clients. From here you can
also extract client information, like names, addresses etc., to create mailing labels. This
information may be exported to an excel file and then printed.
4.9
32 Trip Detail Report
Select this report from the main Dropdown Menu to view a report of all the Rides Taken, Clients,
Drivers, Destinations, Kilometers Driven etc. within a specific time period.
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4.10 33 Trip Cost Detail Report
Select this report from the main Dropdown Menu to view Trip Cost Detail Reports. Reports
charges applied to the client based on trip destination, status, time etc.
4.11 34 Trip Cost by Client Report
Select this option from the main Dropdown Menu to view a report by specified month on client,
address, number of destinations, return trips, stops, total trips taken, kilometers driven, time,
client account charges, other account funds applied etc. This is the report to use for generating
monthly invoices for clients. To export a report, highlight the table you wish to export, copy the
information and paste it into an excel document.
4.12 38 Other Services by Volunteer Report
Select this option from the main Dropdown Menu to view a report on other services such as
Home Support, Maintenance, Meals on Wheels etc. This report will only be available for
organizations who have selected to include “Other Services” while inputting their Agency
Information.
4.13 39 Client Inactivity Report
Select this report from the main Dropdown Menu to view the last active date of clients ride
usage. You may also select this report to view inactive, archived or deceased clients.
4.14 43 Agency Summary Report by Month
Select this report from the main Dropdown Menu to view an overview of changes in Client
Numbers, active Clients or Volunteers within a given month, Total Rides, etc.
Appendix
List of Positions and their Permissible Actions with STARrides Software
Volunteer
50 – Driver Report
Staff or Volunteer flagged as “Office Help”
Please note, Staff and Volunteers flagged as “Office Help” may set up new
Clients/Volunteers/Staff but do not have the authority to Approve them – approvals
must be done by a Supervisor or Manager.
Additionally, Volunteers may only update their own calendars under the “Member
Calendar” function.
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01 – Add/Edit Ride Types
02 – Add/Edit Clients/Volunteers/etc.
03 – Volunteer Coverage Report
04 – Client Favorite Drivers Report
05 – Destination Report
05D – Destination Report – Details
06 – Rides Status Report
06W – Rides Status Report – Week View
09 – Pending Rides Report
13 – Add/Edit Groups
Supervisor
Please note that Supervisors may view another Supervisor but do not have the authority to
Approve them – approvals must be done by a Manager.
01 – Add/Edit Ride Types
02 – Add/Edit Clients/Volunteers/etc.
03 – Volunteer Coverage Report
04 – Client Favorite Drivers Report
05 – Destination Report
05D – Destination Report – Details
06 – Rides Status Report
06W – Rides Status Report – Week View
09 – Pending Rides Report
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13 – Add/Edit Groups
Manager
As a Manager, it is only at this level that all Member Types may be approved. Additionally, only a
Manager may add a new Supervisor or Manager member.
01 – Add/Edit Ride Types
02 – Add/Edit Clients/Volunteers/etc.
03 – Volunteer Coverage Report
04 – Client Favorite Drivers Report
05 – Destination Report
05D – Destination Report – Details
06 – Rides Status Report
06W – Rides Status Report – Week View
09 – Pending Rides Report
13 – Add/Edit Groups
70 – Update Agency Information
71 – Reset Password
For the Report Platform:
Staff or Volunteers flagged as “Office Help”
14 – Client/Drivers by Group
16 – Rides by Ride Group
15 – Destinations by Group
Manager & Supervisor
14 – Client/Drivers by Group
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15 – Destinations by Group
16 – Rides by Ride Group
20 – Summary Ride Report by Month
21 – Client/Driver Summary Report
22 – Congregation Summary Report
23 – Congregation Detail Report
24 – Client/Volunteer 1st Trip Report
25 – Agency Summary Report
27 – Agency Billing Report – (U.S. version only)
28 – Client Account Report – (only if Accounting module activated)
29 – Donor Account Report
30 – Member Detail Report
32 – Trip Detail Report
33 – Trip Cost Detail Report
34 – Trips by Client/Volunteer Report
35 – Trips by Individual Provider Report
38 – Other Activities by Volunteer Report
39 – Client Inactivity Report
43 – Agency Summary Report by Month
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